See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,647 | $90,503-45.1% | $78,689-36.9% | $273,961-81.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.90% | 75.60%-66.7pp | 62.18%-53.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,817 | $3,176-11.3% | $2,851-1.2% | $4,869-42.1% |
| Participant deferral / active EE | $6,416 | $3,901+64.5% | $3,517+82.4% | $5,287+21.3% |
| Admin fee / account holder | $181 | $5,263-96.6% | $4,510-96.0% | $10,132-98.2% |